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  • Excellence in Financial Stewardship | Issue 9open_in_new

    2023-11-16
    This newsletter focuses on general tax compliance considerations and provides a framework for paying individuals, and then dives deeper into several unique higher education activities that we manage.
    collections_bookmark    newsletter
  • Stanford Transitioning from Certain to Cvent for Events Management

    2023-10-25
    Certain sunsetted on October 25, 2023 when the current contract expired. To replace Certain, Financial Management Services’ Office of the Treasurer (OOT) has partnered with University IT (UIT) to offer Cvent, an approved third-party robust events management platform at Stanford. Cvent is a new UIT...
    collections_bookmark    announcement
  • PTA Manager Enhancement: Capital Projects Closeout and Cancellation

    2023-09-20
    Financial Management Services (FMS) has partnered with University IT (UIT) on an enhancement project to streamline, standardize, and automate the capital projects closeout and cancellation process by adding new functionality to PTA Manager. PTA Manager is a system in Oracle Financials that enables... Announcing the new PTAC Closeout functionality to PTA Manager.
    collections_bookmark    announcement
  • Merchant Services Transformation Project

    2023-08-01
    Merchant Services Transformation Project The Merchant Services (MS) Program manages, supports, and mitigates risk for payments collected digitally and via credit card at Stanford. MS is currently supported through a collaboration between three distinct university groups within Business Affairs...
    collections_bookmark    announcement
  • PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads

    2023-07-28
    In January 2023, Stanford Financial Management Services (FMS) partnered with University IT (UIT) to launch the PTA Manager close request feature for non-sponsored PTA segments, which improved efficiency, internal controls, and data quality/accuracy. On July 31, new functionality was added that... Recent PTA Manager enhancements have added functionality to close non-sponsored PTAs and PTA segments, giving users a more convenient and streamlined user experience.
    collections_bookmark    announcement
  • Cash and Check Deposit Enhancements

    2023-07-24
    The Office of the Treasurer (OOT) within Financial Management Services (FMS) is supporting improvements to how cash and checks are deposited and developing enhancements that are being rolled out across the university. These changes primarily affected CASHNet processes used by the campus community... This project involves identifying and implementing system and/or process solutions for all deposit streams currently relying on the CASHNet system.
    collections_bookmark    announcement